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Accuracap - Principal - Business Development & Client Partnerships - IIM / FMS / MDI / XLRI
AccuraCapNoida, India29 days ago
Job descriptionMBA / Executive MBA (Finance preferred) from a top management institute. SEBI / NISM certifications (or readiness to complete within 60 days of joining). CFA / CFP is an 7-10 years in sales, business development, or distribution within PMS, AIF, or wealth management. Minimum 4 years of direct PMS / AIF / HNI origination. Demonstrated track record of raising AUM from HNIs, family offices, RIAs, or private banks. Experience in boutique or lean setups preferred, with comfort taking end-to-end ownership. Established network in the Indian wealth management ecosystem. Prior experience managing investor events, partner enablement sessions, and product presentations. Familiarity with SEBI-regulated sales processes, documentation, and compliance workflows. Collaboration with cross-functional teams including Research, Operations, and Compliance. Consistently deliver on quarterly and annual AUM growth targets with high forecast accuracy. Strengthen Accuracap's presence by building a curated set of high-value distributor and HNI relationships. Establish a robust and referenceable HNI pipeline with measurable conversions. Lead partner enablement initiatives that result in increased deal flow and stronger market positioning. Maintain zero compliance breaches and deliver superior partner / client satisfaction. Be part of a lean, elite team driving one of India's top-performing PMS strategies. Strategic role with direct visibility to founders and leadership. Opportunity to shape and expand the business development function at a boutique firm. Fast-track career growth in a performance-driven, entrepreneurial environment.
About Accuracap
Founded in 2011, Accuracap is a pioneering boutique investment management firm with one of the strongest performance track records in India. Backed by technology and data-driven strategies, we manage differentiated PMS and AIF products, with our flagship PMS strategy, PicoPower, consistently among the top-performing in the country.
With a lean team of six professionals across Operations, R&D, and Compliance, we are now seeking a Principal - Business Development & Client Partnerships to lead our growth efforts through HNI, family offices, and distributor engagement.
Your Role
This is a high-impact, strategic business development role with direct ownership of AUM growth. You will :
- Build and sustain strong relationships with existing distributors (RIAs, IFAs, private banks, family offices).
- Originate, engage, and manage HNI and UHNI relationships for PMS and AIF products.
- Identify, evaluate, and onboard new distribution partners to expand Accuracap's market footprint.
- Design and execute channel and territory growth strategies.
- Conduct structured partner training and enablement sessions to strengthen product knowledge and sales outcomes.
- Collaborate with Marketing to deliver campaigns, events, and thought-leadership initiatives.
- Monitor market trends, competitor offerings, and regulatory updates to refine sales strategies.
- Ensure disciplined AUM forecasting, pipeline management, and compliance in every engagement.
Your Profile (3Es)
Education
Exposure
What Success Looks Like (12 Months)
Why Join Accuracap ?
(ref : iimjobs.com)
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Principal Development • Noida, India
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